IFI’s November Global Investors’ Summit brought together over 80 investors to discuss and debate our outlook and views on global macroeconomic trends. We believe understanding macro factors such as growth, inflation and policy help us understand market conditions and asset price action.
In the paper we highlight the major developments we believe are driving these factors in four key regions and how they influence our asset allocation decisions.
November was a broadly positive month for bond markets as yields rallied into month end. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
We believe the case for investing in bonds is the strongest it has been since the GFC. Invesco’s experts from across Fixed Income teams and asset classes share their views on the outlook and opportunities.
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
